How to use Govern Reports, Automations and Exclusions

Learn more about Govern, Reports, Automations and Exclusions

How to: Create a Report

1. Go to Govern → Reports
2. Select Create New
3. Build your conditions
4. Save the report

✅ Use reports to review users before taking action
✅ Reports update automatically

How to: Create an Automation

1. Go to Govern → Automations
2. Select Create New
3. Build your conditions
4. Choose:
   • Action (Deactivate or Archive)
   • Required user status
5. Set a schedule
6. Optional delay
7. Optional notifications
8. Save

⚡ Automations take real action; start small and build

How to: View Automation Results vs Exclusions

1. Open an Automation
2. Select Results
   • Users who will be actioned
3. Select Exclusions
   • Users who matched but are protected

🔍 This helps you understand exactly what will happen and why

How to: Exclude Users from an Automation

From Automation Results

1. Select user(s)
2. Choose Exclude
3. Pick a duration (7–90 days or forever)

✅ Exclusions apply globally, not just to one automation preventing any confusion and conflicts

How to: Manage Global Exclusions (Admins)

1. Go to Admin → Govern
2. Open Global Exclusions
3. Manage:
   • Specific users
   • Email domains
   • Organisations
4. Set duration for each exclusion

🛡 Prevents conflicts between automations

How to: Remove an Exclusion

1. Go to Admin → Govern → Global Exclusions
2. Locate the excluded item
3. Remove or let it expire naturally

⚠ Once removed, users may re‑enter automation results if they still meet conditions

How to: Understand Why an Action Is Blocked

If you try to manually deactivate or archive an excluded user:

• The system blocks the action
• You’ll be prompted to manage exclusions first

✅ This prevents accidental overrides of safety rules

How to: Know What Notifications You’ll Get

• Reports → Results only
• Automations → Results + Completion

📩 No duplicate or unnecessary alerts